Life Event Advice - Trilogy Financial

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How A Fiduciary Can Help You Through Financial Planning

By Trilogy Financial

June 20, 2022

Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, performing at work and enjoying time with loved ones. Despite working hard to try to strike a perfect balance, financial planning, saving and investing can be tedious and time consuming, and maybe even daunting. This is where a fiduciary comes in. ________ What Is a Fiduciary? The term fiduciary is ... Read more
Investments Advice Life Event Advice Life Planning Advice

Financial Advisory and a Service-Centered Approach

April 18, 2022

Financial advisory firms have historically endured a bad reputation – either because they were too expensive, or they only helped people with lots of money to invest, or they were trying to sell clients a product or plan that didn’t align with the heart of their goals and situation. Too many Americans don’t think they can afford a Financial Advisor and planning services. Too many of them avoid partnering with ... Read more
Life Event Advice

Tax Refund Scams

By June Adams

January 31, 2022

Tax-related fraud and identity theft have continued to grow, with millions of people becoming targets. Scammers need little more than your Social Security number and other general information to file a fraudulent tax return and hijack your tax refund. Taxpayers typically don’t discover the fraud until they attempt to file their own returns, which is why it's essential to file taxes as soon as possible. At the same time, you ... Read more
Investments Advice Life Event Advice Life Planning Advice

The Economy and the Election

By Jeff Motske, CFP®

October 29, 2020

Today, conversations, screens, and ads on how the upcoming election will affect our economy and the American way of life are unavoidable. Naturally, we start to ponder how the outcome might impact our own financial independence. Since market forecasters and economic commentators ever really get it right only part of the time, formulating investment strategy based on “expert” prognostications and financial journalism routinely sets individual investors up for failure. ... Read more
Family & Relationships Advice Life Event Advice

Dealing with Unexpected Death

By Mike Loo, MBA

October 11, 2018

Thinking about your death or that of a loved one can bring up plenty of unpleasant emotions, but having a plan to take care of the details can ease some of the stress in a time of grieving.
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Get Started on Your Financial Life Plan Today

Topic: Life Event Advice

How A Fiduciary Can Help You Through Financial Planning

Financial Advisory and a Service-Centered Approach

Tax Refund Scams

The Economy and the Election

Dealing with Unexpected Death